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Francisco Farias da poian

XP Advisory US, Inc.

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About Francisco Farias da poian

Francisco Farias da Poian is a registered representative with XP Advisory US, Inc. and has been in the industry since September 13, 2023. Francisco is registered in 22 states and holds the Series 7TO, SIE, and Series 66 licenses. Francisco previously worked at Bolton Global Capital. Francisco specializes in portfolio management for individuals, pooled investment vehicles, and selection of other advisers.

Firm Information

Francisco Farias da poian is currently registered with XP Advisory US, Inc.. XP Advisory US, Inc. is an investment advisor registered with the SEC and located in Miami, FL. The firm provides investment advisory services to corporations, individuals, pooled investment vehicles, and other investment advisors. They specialize in portfolio management and selection of other advisors, with a focus on consolidation/reporting services. The firm manages approximately $1.5 billion in assets for 484 clients.
XP Advisory US, Inc.

701 BRICKELL AVENUE

MIAMI, FL 33131

$1.53B

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consolidation/reporting services

Consolidation/reporting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of assets under consolidation

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Francisco Farias da poian’s Registration & Firm History

FL

04/01/2024 - Present

XP Advisory US, Inc. (MIAMI FL)

FL

09/14/2023 - 02/06/2024

BOLTON GLOBAL CAPITAL (MIAMI FL)

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Licenses & Designations

BOTH

Issued 03/19/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/18/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Francisco Farias da poian.
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